Vision, Mission & Core Values

Our Vision

We will make our clients’ lives easier by being the independent insurance industry’s leader in the use and development of technology. We will improve independent insurance agents’ operational efficiency, marketing and customer relationship management. We will communicate with clients on their terms, in the time, manner and place that they choose.

Our Mission

To provide knowledge that inspires trust and confidence.

Our Core Values

These core values reflect was is truly important to us. These values help to explain why the people at M&P are the best at what they do.

Conduct all of our actions with Integrity

We will never misrepresent coverages to a client in order to gain favor or win additional business. We will never misrepresent risks or exposures to an insurance carrier to gain favor with a client or to capture business of any size.

Create WOWexperiences

Small things can have a big impact. That is why we look for ways to make routine interactions and processes WOW experiences. We look for ways to make people smile, or think to themselves, “Hey, that was nice.”

Education is our core competency

Our goal is to provide insight and knowledge to our clients. We educate our clients about their coverage options so that they understand all relevant information before making decisions about protecting their assets. As a result, clients will be confident about their decisions.

We value education as a management style and a problem solving method for organizational and personal improvement.

We continually seek formal and informal opportunities to educate each other and ourselves. This ensures that we maintain our professional knowledge-base and that our minds are open and creative.

Be Creative, and have an Open-Mind

We embrace creativity and creative solutions for our clients and each other. This extends to seeking ways to provide better service with the same, or less, resources. It also extends, to an ugly sweater contest at Christmas time.

To foster creativity, we must have an open mind towards new ideas and change. Especially, when we are not so sure that we understand or agree.

Be Compassionate and Empathetic, and Act with a Sense of Urgency

We are in the business of helping people in their time of need. We do so with compassion and empathy. Compassion and empathy, however, rapidly lose value if there is no action. As such, we will conduct our work with a sense of urgency when responding to questions and requests.

Pursue and nurture Teamwork

We believe that working together, offering and accepting collaboration, makes all outcomes better.

Go Beyond

Our core values extend beyond our workplace interactions. We take these core values with us into the communities that we live. We offer our time, knowledge, and resources to build stronger communities and aid charitable causes.